Wertpapierspezialist (m/w/d)
Core
Provide needs-oriented advisory and acquire new private customers for securities and wealth management products.
Role type
Senior securities specialist (private banking)
Builds
Securities and wealth management advisory services for private clients
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
Securities trading, wealth management, private banking, capital market analysis, portfolio theory, customer acquisition
Preferred skills
Advanced banking degree (Dipl. Bankbetriebswirt), experience in private banking
Technologies
Internal banking systems, external market information sources
Responsibilities
Conduct needs-oriented advisory across all securities business areas, acquire new private customers, actively manage and develop assigned customer portfolios, monitor capital markets using internal and external sources, exchange information with regional market managers, participate in new customer consultations, support market staff and disseminate securities advisory information to branch offices